Insights

Insights

Client education is a cornerstone of our philosophy and here you will find

the latest seminars, newsletters, tools and more to support your financial goals.

Retire Right

Retirement Planning



Make The Final Stretch Count

Reach Your Goals

The years leading up to retirement can be the most important. It's the time to shield your investments while maximizing returns. Beyond your financial assets, planning also needs to consider all your income sources, taxation, life insurance changes, estate planning and setting the best course for the final run.

Insights

Client education is a cornerstone of our philosophy and here you will find the latest seminars, newsletters, tools and more to support your financial goals.

Retirement Planning


Reach Your Goals

The years leading up to retirement can be the most important. It's the time to shield your investments while maximizing returns. Beyond your financial assets, planning also needs to consider all your income sources, taxation, life insurance changes, estate planning and setting the best course for the final run.

Retire Right


Make The Final Stretch Count


Estate Planning


Protect Your Legacy

Each of us have different lifestyle expectations when we retire so it's critical that your financial plan align. Laura chats with three retired professionals to explore their lifestyle choices and how they achieved them through retirement planning.

Creating A Meaningful Retirement


Plan For Lifestyle Expectations

Creating A Meaningful Retirement

Estate Planning



Plan For Lifestyle Expectations

Protect Your Legacy

Each of us have different lifestyle expectations when we retire so it's critical that your financial plan align. Laura chats with three retired professionals to explore their lifestyle choices and how they achieved them through retirement planning.


Estate Planning Part 1

Estate Planning



Understanding The Basics

Protect Your Legacy

A vital component of a complete retirement plan, understanding estate planning will put you at ease with what happens to your assets after you die and how to assure you control it. This session will explain industry standard considerations and how they impact your plan. 

Estate Planning


Protect Your Legacy

A vital component of a complete retirement plan, understanding estate planning will put you at ease with what happens to your assets after you die and how to assure you control it. This session will explain industry standard considerations and how they impact your plan. 

Estate Planning Part 1


Understanding The Basics


Estate Planning Part 2

Estate Planning



An Advanced Perspective

Protect Your Legacy

In this session we delve into the 'what if' scenarios. If you want full control of your estate and what happens to your assets after your death it's critical to not only understand your options but have all the questions answered for your particular situation.

Estate Planning


Protect Your Legacy

In this session we delve into the 'what if' scenarios. If you want full control of your estate and what happens to your assets after your death it's critical to not only understand your options but have all the questions answered for your particular situation.

Estate Planning Part 2


An Advanced Perspective

Questions?


E-Mail: laura@rightdirectionfinancial.ca

Phone: 604-385-1164

Surrey Branch:  302 - 1688 152 Street

Vancouver Branch: 700 - 609 Granville Street

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